Mr. Swing ...That's too funny. Thank you for nice LOL.
Mr. Brentie, I am encouraged by your bold move and conviction. I suppose 6-years of faithful following will give one tremendous confidence. For what it's worth, I have dedicated 60% of my holdings in MNKD and do not intend to hedge going into the Aug trial results.
According to the MLV (63-page analysis on 5/15), they ranked the following Pharmas as likely partners:
1- Merck; 2- Bristol-Meyers; 3-Sanofi-Aventis; 4- Novo; 5- Eli Lilly; and last 6- J & J.
Honestly, I would take any of the above but would think a company that do not have a GLP-1 play would be in best interest. This is because there could be a conflict in interest in terms of which product to push harder. If that is what MNKD management is thinking, then Sanofi would be the leading candidate.